Workato Success Center

Getting Started 10

• Getting Started Guidebook
• Getting Started: How do I sign up for Workato?
• Getting started: Workato Reference Guide
• Getting Started: Can I use my app's (Salesforce, Slack, Google etc.) credentials to log in?
• Getting Started: What are recipes in Workato?

See all 10 articles

Account and Billing Enquiries 9

• Accounts FAQ: How do I terminate my Workato Subscription plan?
• Accounts FAQ: Why Is My Account Email Changing Unexpectedly?
• Accounts FAQ: How do I reset my Workato password?
• Accounts FAQ: How do I manage my clients' accounts?
• Accounts FAQ: I am a Workato embedded widget user, how do I get my Workato password?

See all 9 articles

Glossary of terms 20

• Glossary
• Glossary: Actions
• Glossary: Active Recipes
• Glossary: Adapters/apps
• Glossary: App Data / Data Pills

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Pricing 7

• Pricing FAQ: What are the Workato pricing plans?
• Pricing FAQ: How do I upgrade my account?
• Pricing FAQ: What are the limitations of the Community plan?
• Pricing FAQ: Which plan should I opt for if I am a consultant?
• Pricing FAQ: What apps can I connect to under my Workato Plan?

See all 7 articles

Recipe Basics 16

• Recipe Basics: What is a Recipe? - Components of a recipe in Workato
• Recipe Basics: How do I create or make a copy of a recipe?
• Recipe basics: App Connections - How do I connect to Apps? Why do I need it?
• Recipe Basics: Understanding App Data and Field Mapping
• Recipe Basics: Understanding the Recipe Trigger

See all 16 articles

Building and Modifying Recipes 18

• Building Recipes: What is Indentation and why is it important?
• Building Recipes: Handling Custom fields in applications
• Building Recipes: Why is my app data incomplete or lacking in sample data?
• Building Recipes: How to Test your Recipe, and why should I do it?
• Building Recipes: Custom job reports

See all 18 articles

Advanced Recipe-building (Formula Mode) 27

• Formula Mode: What is it, and how do I use it?
• Formula Mode: List of common formulas (operators) and how to use them
• Formula Mode: String functions
• Formula Mode: Date functions
• Formula Mode: Operators for Numbers

See all 27 articles

General Best Practices 8

• Naming and managing your recipes
• Adding Descriptions and Comments on Your Recipes. Markdown support.
• Setting up and managing App Connections
• Building your recipe iteratively
• General Best Practices: How to prevent duplicate records from being created

See all 8 articles

Troubleshooting Recipe Errors 7

• Troubleshooting: How do I deal with my failed jobs?
• Troubleshooting: How do I repeat a job? Should I rerun or repeat jobs? Will it create duplicates?
• Troubleshooting: Trigger not working
• Troubleshooting: Conditional/Repeat Action not working properly
• Troubleshooting: How do I undo the changes I have made to a recipe to go back to a previous version?

See all 7 articles

Recipe FAQs 16

• Who can build recipes?
• Will triggers pick up trigger events more than once?
• Can I work with multiple apps within a recipe?
• How often do recipes check for trigger events?
• What does "Clear step output" in the Repeat Action do?

See all 16 articles

Common Use Cases 10

• Quickbase sync with SQL Server
• Scheduled QuickBase query Data sync with SFTP (creates CSV and uploads to SFTP)
• Salesforce to Box CSV Upload
• Salesforce Case sync with on-prem SQL Server
• Scheduled Salesforce Query for contacts creates CSV and uploads to SFTP

See all 10 articles

Generic Errors 10

• Generic Error: App is not connected
• Generic Error: (Missing field value) in conditional action
• Generic Error: Connection errors. Some connections were broken.
• Generic Error: Exception: Error calculating input for field 'title': Formula received a nil value: undefined method `+' for nil:NilClass
• Generic Error: Extended Schema Error

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Workbot for Slack 14

• Workbot for Slack: Getting Started with Workbot
• Workbot for Slack: Customize or Create Your Own Workbot commands
• Workbot for Slack: Tips and Tricks for using Workbot
• Workbot for Slack: Making connections to Workbot
• Workbot for Slack: Things to look out for when using Workbot

See all 14 articles

Box 4

• Box: Collaborator Roles and Permissions
• Box: Access Levels for Shared Links
• Box: Working with Attachments in Box
• Box: How to get shared link of your file

Concur 3

• Concur: Troubleshooting Step Failures - Create list item
• Concur Error: 401 or 503 errors because of privilege
• Why don't I see my expense sheet custom fields in Workato?

Dropbox 1

• Dropbox: Working with Attachments

Eventbrite 1

• Eventbrite: Recipe not picking up trigger events

Evernote 0

Google Sheets 7

• Google Sheets: Search by Query
• Google Sheets: Reading/Processing rows from Google Sheets
• Google Sheets: Updating a row
• Google Sheets Error: 400 Bad Request: Invalid query parameter value for sq.
• Google Sheets Error: 'Blank Rows' or No Column Headers Error

See all 7 articles

Google Calendar 3

• Google Calendar Error: 404 Resource Not Found
• Google Calendar: Why does my date appear wrongly in Google Calendar?
• Google Calendar: Where do I find Google Calendar Event ID required when updating a Google Calendar Event?

HTTP 22

• HTTP: Using the HTTP adapter
• HTTP: What are the Response Types When Using the HTTP Connector?
• HTTP: How to get Response Body Example for HTTP Triggers/Actions?
• HTTP: Connecting to your application's API
• HTTP: Building an action on the HTTP or HTTP (OAuth2) connector

See all 22 articles

Infusionsoft 5

• Infusionsoft : What is a payment plan?
• Infusionsoft : List of Item types
• Infusionsoft Error: Manual payment amount exceeds the amount due on the invoices being processed
• Infusionsoft Error: Please enter non-re-marketable contact
• Infusionsoft Error: Infusionsoft Field not found

Intacct 3

• Intaact: Rolling up of credit/debit lines in journal entries using recipes
• Enable auto numbering of Vendor/ Invoice/ Customer ID in Intacct
• Establishing an Intacct Connection with Workato using a XML Gateway/API Access User

JIRA 5

• JIRA: 404 error when making a connection
• How to Deal With JIRA Listbox Fields
• Working with Attachments in JIRA
• JIRA Error Message: Connection Host Name
• Creating a real-time trigger in JIRA without global permissions

LinkedIn 1

• How to use action "Send message to 1st degree connection in LinkedIn" - Troubleshooting public profile url

Mail 1

• Can My Recipe Send An Email Using My Email Address (Not mailer@workato.com)?

Mailchimp 2

• Mailchimp Error: User permissions required to access Mailchimp. 500 error
• Why are my subscribers not getting adding to my MailChimp list? The double opt-in option in MailChimp

Marketo 1

• Connecting to Marketo

Microsoft Dynamics CRM 1

• Registering Microsoft Dynamics CRM App via Azure Active Directory (Cloud Instance)

Netsuite 3

• Search functions in Netsuite
• Netsuite: Connections being broken (Update to new Netsuite API)
• How to successfully sync date fields in Netsuite

People Task 0

Quickbase 12

• QuickBase: Getting Started with QuickBase + Workato
• Quickbase: Triggers
• Quickbase: List of Actions
• Quickbase: Search and Update actions
• Quickbase: Syncing to multiple Quickbase instances

See all 12 articles

QuickBooks Desktop 1

• Does Workato Support QuickBooks Desktop

QuickBooks Online 33

• Troubleshooting Step Failures - Create invoice
• Display Name in QuickBooks must be unique across customer, employee and vendor.
• Custom fields are not showing up for QuickBooks invoice
• Working with QuickBooks line items (Summary Line)
• Quickbooks Online Error: Accounts Period Closed

See all 33 articles

Replicon 3

• Troubleshooting Step Failures - Add line item to expense sheet
• Troubleshooting Step Failures - Create expense sheet
• Troubleshooting Step Failures - Create project

RingCentral 1

• How do I know my RingCentral permissions?

Salesforce 29

• How to search based on custom object and/or fields in Salesforce?
• Understanding Salesforce IDs
• Connecting a recipe to Salesforce Sandbox.
• Improving SOQL Query performance with Indexed fields
• Working with Attachments in Salesforce

See all 29 articles

Scheduler (Previously: Clock) 2

• Scheduler: How To Use the Scheduler Trigger
• Scheduler: How to create custom wait times

ServiceNow 3

• What permissions do I need to connect to the ServiceNow connector?
• ServiceNow - Can't find my table from the table dropdown menu?
• ServiceNow error: 784: Unexpected Token

Shopify 5

• Shopify Error: Exception: 422 Unprocessable Entity
• Shopify Error: 429 Too Many Requests
• Shopify : What is Product Variant?
• Shopify : What are Metafields?
• Shopify : Abandoned checkouts

SMS 0

SurveyMonkey 6

• Sending SurveyMonkey surveys when case is closed in Salesforce
• Sending email invitations to surveys via Workato
• Sending SurveyMonkey surveys when case is closed in Salesforce
• SurveyMonkey: Send Survey via Email and Wait for Response- Test vs. Start Recipe
• Working with : SurveyMonkey

See all 6 articles

Utilities 3

• Utilities : Creating a List
• Utilities : Parse JSON or XML Document
• Workato Utilities: XML: How to Parse Data as a Number (Integer), and Other Data Types

Watson Tone Analyzer 1

• What is Watson Tone Analyzer? How do you use it?

Workato Admin 0

Workato Recipe 0

Xero 7

• Xero - Triggers and Actions supported. App Specific behavior
• How Do I Sync Products To Different Xero Accounts?
• Sales Tax Type when Create/Update Items in Xero
• Xero API Usage Limit
• Xero Error: 401 Unauthorized

See all 7 articles

Zendesk 7

• Zendesk : Searching tickets
• Zendesk: Uploading Attachments into Zendesk
• Zendesk update does not update the record if there is no change
• Zendesk Error Message: 422 Unprocessable Entity
• Zendesk : Assigning user to Organization(s)

See all 7 articles

Intercom 1

• Intercom: Migration from API keys to OAuth - reconnection guide

Workday 1

• Workday Report as a Service Setup

Salesforce Connect from Workato 1

• What is Salesforce Connect from Workato?

Google Sheets Connect by Workato 1

• What is Google Connect by Workato?

Solution Guides 7

• Working with: Google Sheets
• Working with: CSV Files
• Bi-directional syncing Eventbrite to Salesforce
• Creating tiered customers in QuickBooks
• How to use People Task

See all 7 articles

Zendesk Connect from Workato 1

• What is Zendesk Connect from Workato?

Twilio Connect from Workato 1

• What is Twilio connect from Workato?

Zoho CRM Connect by Workato 1

• What is Zoho CRM Connect by Workato?

Infusionsoft-Xero Connect powered by Workato 15

• Infusionsoft-Xero ebook
• [Video]: Infusionsoft-Xero Connect Overview
• [Video]: Sync Infusionsoft & Xero Contacts
• [Video]: Sync Infusionsoft and Xero Invoices + Payments
• [Video]: Sync Infusionsoft and Xero Products and Items

See all 15 articles

Infusionsoft-QuickBooks Online Connect powered by Workato 17

• Infusionsoft-QuickBooks Online ebook
• [Video]: Infusionsoft-QuickBooks Connect Overview
• [Video]: Infusionsoft-QuickBooks Online Products Sync
• [Video]: Infusionsoft-QuickBooks Online Contacts Sync
• [Video]: Infusionsoft-QuickBooks Online Invoice Sync

See all 17 articles

Salesforce Connect for Xero 1

• Salesforce Connect for Xero

Replicon Connector for Concur 2

• Why are my expenses not assigned to a project in Replicon?
• What is the error "invalid code" that I get when I try to sync my clients or projects?

Freshbooks Connect by Workato 5

• Overview document
• 1. New/updated invoice in FreshBooks will create/update Invoice in Xero
• 2. New/updated invoice in Xero will create new Invoice in FreshBooks or Approve Existing Invoice
• 3. New/updated client in FreshBooks will Create/Update in Xero contact
• 4. Sync new/updated Xero contact to FreshBooks client

Salesforce JIRA Connect by Workato 5

• 1. Case created/updated in Salesforce will create/update issue in JIRA
• 2. New issue from JIRA creates Case in Salesforce
• 3. Sync case comments in Salesforce to JIRA issue
• 4. Closed JIRA issues closes Salesforce Case
• 5. Closed Case in Salesforce will Close JIRA issue

Developer 1

• Schema Definition

Feature Updates 3

• July 2016: Summary of new features and connectors
• All you need to know about Lookup Tables
• Jan 2017: Summary of new features and connectors

Video: Tutorial Series 13

• Video Tutorial: How to Create a Workato Recipe
• Video Tutorial: Search for Recipes
• Video Tutorial: Mapping Input Fields
• Video Tutorial: Descriptions and Comments
• Video Tutorial: Copy Recipes

See all 13 articles

eBooks 1

• Salesforce + QuickBooks Online Solution